Kerri Russ is a financial advisor at Bellingham Capital with 11 years of industry experience. She holds a Series 65 designation and has been with Bellingham Capital Management, Inc. since 2016. Bellingham Capital provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm emphasizes a long-term, strategic asset allocation approach through proprietary model portfolios and employs fundamental and technical analysis for portfolio management.

Bryan Clemmons is a financial advisor with Dominion Portfolio Management, Inc. in Athens, TX, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Edward Jones and Dominion Investor Services, Inc., and he currently operates a separate investment-related business under the name Clemmons Investments. Dominion Portfolio Management serves individual and high-net-worth clients as well as businesses, offering fee-based portfolio management tailored to client goals, time horizons, and risk tolerance through a combination of fundamental, technical, and economic analysis.

Bruce Sutherland is a CFP® with 15 years of industry experience. He is currently with American Elite Advisory and has previously worked at MMWKM Advisors, LLC. American Elite Advisory provides discretionary portfolio management and account supervisory services to individual and high-net-worth investors. The firm combines a fundamental value-oriented approach with technical and quantitative strategies, offering customized portfolios that include the use of options and active techniques.

William Bone is a financial advisor at Oasis Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Terra Wealth Management and PrimAmerica Financial Services. Prior to his career in finance, he practiced dentistry for over four decades. He also engages in insurance sales as part of his professional activities. Oasis Advisors serves individuals, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm manages approximately $278 million for nearly 5,000 clients using a team-based approach and employs a variety of investment strategies including fundamental analysis, modern portfolio theory, and alternative instruments.

Hunter Greene is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BBVA Compass. Greene holds the Series 66 designation. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors.

Michael Suellentrop is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 23 years of industry experience. His prior roles include positions at Cetera, Fisher Investments, and Frontier Wealth Management. He is also involved with Legacy One Wealth Strategies, LLC, providing insurance sales and service in partnership with property and casualty organizations. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Adam Piper is a financial advisor with Edward Jones in Athens, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he serves as president of MLP Holdings LLC, an office lease business he established. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jesse Carranza is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including USAA Investment Management Co, Quasar Distributors LLC, Smith Asset Management Group LP, Morgan Stanley, and Citigroup Global Markets. Carranza is based in Canton, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Barry Sartain is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017. Prior to that, he was with NYLIFE Securities LLC and New York Life Insurance Company from 2014 to 2017. Outside of his advisory role, he has been involved with the First Baptist Church of Van since 2013. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices nationwide.

Allison Dean is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked in education and nonprofit roles, including positions with the Canton Independent School District, Queen Creek Unified School District, and Oklahoma Baptist Homes for Children. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of advisors and offices.

Sean Ray is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at LPL Financial since 2012, with prior experience at Morgan Keegan & Company, LLC and Investment Professionals, Inc. Outside of his advisory work, he owns Casa Del Ray Cattle Co., a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gavin Hardin is a financial advisor at Edward Jones in Athens, TX, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at First State Bank for two years and has experience in virtual communication. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of approximately 23,700 financial advisors. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colin Barrett is a CFP® with 18 years of industry experience, currently serving at Edward Jones since 2008. Based in Athens, TX, he also operates a sole proprietorship, Barrett Development, LLC, which owns a building housing a law firm office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Johnny Roberts is a financial advisor with LPL Financial in Athens, TX, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining LPL Financial in 2017, he worked for Investment Centers of America, Inc. from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,000 advisors.

Anthony Kalawe is a financial advisor with Edward Jones in Athens, Texas, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all with Edward Jones since 2005. Outside of his advisory role, he is the managing member of A D Kalawe Investments LLC, a real estate business exploring the potential purchase of property for a branch office. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Ethan Jackson is a financial advisor with Edward Jones in Athens, TX, holding a Series 66 designation and one year of industry experience. He previously worked at VeraBank for 16 years. Outside of his advisory role, he manages a rental home leased to family due to a temporary housing need. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services supported by a large nationwide network of advisors and branch offices.

Richard Wilson is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes roles at Avantax Investment Services, Wilson Money Management, and 1st Global Advisors. In addition to his advisory work, he operates a CPA and tax preparation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Hayden Shaddox is a financial advisor with LPL Financial in Athens, TX, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, he worked at Financial Resources Group and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs, supported by proprietary research and third-party subadvisors.

Todd Green is a financial advisor with LPL Financial in Athens, TX, holding CFP®, Series 63, and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

William Bass is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rickey Dean is a financial advisor at Raymond James & Associates with 43 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 22 years. Outside of his advisory work, he receives income from oil and gas production royalties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and provides municipal advisory services alongside market-making in municipal and government bonds.

April Rice is a Series 66-licensed financial advisor at UBS Financial Services with 16 years of industry experience. She has previously worked at Wells Fargo Clearing Services and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Charles Carter is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, he worked for the City of Coppell, Texas, for 22 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Todd Bloom is a CFP® professional with 36 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor at the firm’s Athens, TX office. Outside of his advisory role, he owns and manages a business real estate LLC that supports several financial planning professionals. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a collaborative, non-discretionary approach that integrates asset allocation, withdrawal strategies, and Social Security options.

Cloise Hendley is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at Edward Jones for 11 years before joining LPL Financial in 2024. In addition to his advisory role, he is involved in managing a farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.